증권 기록 · 과거 분기 (아카이브)
MORN
Morningstar, Inc. · Financial Services · Financial - Data & Stock Exchanges
126추적 보유자
0Δ 보유자
19.22M보유 주식 수
$4.13B보고 가치
+2신규 편입 포지션
−1청산
모멘텀 입력값 (비교 가능한 운용사): 보유자 폭 0.0% · 주식 흐름 +1.6% · 순 신규 포지션 +0.8% · 산식
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q4 2025
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 31.81K | $6.00M | n/a | n/a |
| Q2 2026 | 119 | -3 | 19.60M | $3.06B | +10 | −14 |
| Q1 2026 | 126 | -1 | 18.00M | $3.04B | +7 | −9 |
| Q4 2025 | 126 | 0 | 19.22M | $4.13B | +2 | −1 |
| Q3 2025 | 19 | -1 | 12.09M | $2.80B | n/a | −2 |
| Q2 2025 | 18 | 0 | 9.90M | $3.11B | n/a | n/a |
| Q1 2025 | 15 | +1 | 4.24M | $1.27B | +1 | n/a |
| Q4 2024 | 14 | +1 | 4.26M | $1.43B | +2 | −1 |
| Q3 2024 | 12 | +1 | 3.32M | $1.06B | +1 | n/a |
| Q2 2024 | 11 | n/a | 3.07M | $909.04M | n/a | n/a |
보유 현황 · Q4 2025
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (패시브) | 2.37M | -9.0% | $515.97M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (패시브) | 2.36M | -1.3% | $513.55M | 0.0% | ▼ Trim | 3 | SEC ↗ ×16 |
| 3 | Morgan Stanley ✦ | 2.01M | +2.4% | $435.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×13 |
| 4 | Bamco Inc /Ny/ | 1.24M | n/a | $269.85M | 0.7% | n/c | 1 | SEC ↗ |
| 5 | Wellington Management ✦ | 1.14M | +85.4% | $246.91M | 0.0% | ▲ Add | 7 | SEC ↗ ×6 |
| 6 | AQR Capital Management ✦ | 900.30K | +48.0% | $195.64M | 0.1% | ▲ Add | 7 | SEC ↗ ×6 |
| 7 | State Street Global Advisors ✦ (패시브) | 746.91K | -2.1% | $162.31M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | Geode Capital Management ✦ (패시브) | 596.98K | -3.1% | $129.75M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 9 | Dimensional Fund Advisors Lp | 471.97K | n/a | $102.57M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 10 | Jane Street Group, Llc | 424.27K | n/a | $92.20M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 11 | Two Sigma Investments ✦ | 382.45K | +33.6% | $83.11M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 365.56K | -42.6% | $79.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×11 |
| 13 | Massachusetts Financial Services Co… | 361.69K | n/a | $78.60M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 14 | Millennium Management ✦ | 343.83K | +15.1% | $74.72M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 323.77K | -29.7% | $70.36M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 16 | UBS Group AG | 295.35K | n/a | $64.18M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 17 | Norges Bank ✦ (패시브) | 286.99K | 신규 | $62.37M | 0.0% | New | 1 | SEC ↗ |
| 18 | Arrowstreet Capital ✦ | 285.10K | -1.9% | $61.95M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 19 | Invesco Ltd. | 272.00K | n/a | $59.11M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 20 | Qube Research & Technologies Ltd | 242.29K | n/a | $52.65M | 0.1% | n/c | 1 | SEC ↗ |
| 21 | Charles Schwab Investment… | 189.93K | n/a | $41.27M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Quantinno Capital Management LP | 188.76K | n/a | $41.02M | 0.1% | n/c | 1 | SEC ↗ |
| 23 | Kayne Anderson Rudnick Investment… | 187.93K | n/a | $40.84M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 24 | Northern Trust Corp | 176.61K | n/a | $38.38M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 25 | Bank of New York Mellon Corp | 169.96K | n/a | $36.93M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 26 | Bank Of America Corp /De/ | 164.31K | n/a | $35.71M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 27 | Fidelity (FMR) ✦ | 149.02K | -23.0% | $32.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 28 | Point72 Asset Management ✦ | 145.92K | +186.6% | $31.71M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 29 | Focus Partners Wealth | 136.90K | n/a | $29.75M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Hrt Financial Lp | 128.96K | n/a | $28.02M | 0.1% | n/c | 1 | SEC ↗ |
| 31 | Goldman Sachs Group ✦ | 113.82K | +15.6% | $24.73M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | Gotham Asset Management ✦ | 100.28K | +314.6% | $21.79M | 0.1% | ▲ Add | 7 | SEC ↗ |
| 33 | Principal Financial Group Inc | 88.07K | n/a | $19.14M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 34 | Envestnet Asset Management Inc | 85.97K | n/a | $18.68M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Nordea Investment Management Ab | 76.52K | n/a | $16.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Nuveen, LLC | 71.09K | n/a | $15.45M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 37 | UBS AM, a distinct business unit of… | 69.03K | n/a | $15.00M | 0.0% | n/c | 1 | SEC ↗ ×9 |
| 38 | Corient Private Wealth LP | 282.51K | n/a | $13.97M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 39 | First Trust Advisors Lp | 64.17K | n/a | $13.95M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Rhumbline Advisers | 63.23K | n/a | $13.74M | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Sei Investments Co | 59.27K | n/a | $12.88M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 42 | Janus Henderson Group Plc | 57.59K | n/a | $12.51M | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Swiss National Bank | 50.00K | n/a | $10.87M | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Susquehanna International Group, Llp | 48.27K | n/a | $10.49M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 45 | Prudential Financial Inc | 42.16K | n/a | $9.19M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 46 | Legal & General Group Plc | 39.09K | n/a | $8.50M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 47 | California Public Employees… | 35.47K | n/a | $7.71M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Squarepoint Ops LLC | 34.27K | n/a | $7.45M | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Bank Of Nova Scotia | 34.20K | n/a | $7.43M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Raymond James Financial Inc | 30.78K | n/a | $6.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Creative Planning | 29.58K | n/a | $6.43M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | BNP Paribas Asset Management… | 26.84K | n/a | $5.83M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 53 | Alliancebernstein L.P. | 26.22K | n/a | $5.70M | 0.0% | n/c | 1 | SEC ↗ |
| 54 | California State Teachers… | 25.41K | n/a | $5.52M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Healthcare Of Ontario Pension Plan… | 23.60K | n/a | $5.13M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Barclays Plc | 23.25K | n/a | $5.05M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 57 | D. E. Shaw & Co. ✦ | 22.77K | -22.5% | $4.95M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 58 | Wells Fargo & Company/Mn | 22.76K | n/a | $4.95M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 59 | State Board Of Administration Of… | 22.68K | n/a | $4.93M | 0.0% | n/c | 1 | SEC ↗ |
| 60 | T. Rowe Price ✦ | 21.78K | -67.7% | $4.73M | 0.0% | ▼ Trim | 7 | SEC ↗ ×2 |
| 61 | Hsbc Holdings Plc | 19.84K | n/a | $4.31M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 62 | Ameriprise Financial Inc | 19.78K | n/a | $4.30M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 63 | Bnp Paribas Financial Markets | 19.76K | n/a | $4.29M | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Canada Pension Plan Investment Board | 18.90K | n/a | $4.11M | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Osaic Holdings, Inc. | 17.81K | n/a | $3.87M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 66 | Manufacturers Life Insurance… | 17.78K | n/a | $3.86M | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Mariner, LLC | 16.98K | n/a | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Cerity Partners LLC | 16.68K | n/a | $3.62M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 69 | Allianz Asset Management GmbH | 16.59K | n/a | $3.61M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 70 | Stifel Financial Corp | 13.48K | n/a | $2.93M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 71 | Mml Investors Services, Llc | 13.25K | n/a | $2.88M | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Connor, Clark & Lunn Investment… | 13.04K | n/a | $2.83M | 0.0% | n/c | 1 | SEC ↗ |
| 73 | HighTower Advisors, LLC | 12.91K | n/a | $2.81M | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Cwm, Llc | 12.82K | n/a | $2.79M | 0.0% | n/c | 1 | SEC ↗ |
| 75 | New York State Common Retirement… | 12.64K | n/a | $2.75M | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Citigroup Inc | 12.39K | n/a | $2.69M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 77 | Lazard Asset Management Llc | 11.92K | n/a | $2.59M | 0.0% | n/c | 1 | SEC ↗ |
| 78 | Voya Investment Management Llc | 11.69K | n/a | $2.54M | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Captrust Financial Advisors | 11.54K | n/a | $2.51M | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Wealth Enhancement Advisory… | 11.20K | n/a | $2.42M | 0.0% | n/c | 1 | SEC ↗ |
| 81 | LPL Financial LLC | 10.18K | n/a | $2.21M | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Mercer Global Advisors Inc /Adv | 10.06K | n/a | $2.19M | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Man Group plc | 9.54K | n/a | $2.07M | 0.0% | n/c | 1 | SEC ↗ |
| 84 | State Of Wisconsin Investment Board | 8.91K | n/a | $1.94M | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Universal- Beteiligungs- und… | 8.76K | n/a | $1.91M | 0.0% | n/c | 1 | SEC ↗ |
| 86 | Royal Bank Of Canada | 8.75K | n/a | $1.90M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 87 | Russell Investments Group, Ltd. | 8.45K | n/a | $1.84M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 88 | Us Bancorp \De\ | 7.97K | n/a | $1.73M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 89 | Truist Financial Corp | 7.91K | n/a | $1.72M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 90 | Zurcher Kantonalbank (Zurich… | 7.67K | n/a | $1.67M | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Loomis Sayles & Co L P | 7.63K | n/a | $1.66M | 0.0% | n/c | 1 | SEC ↗ |
| 92 | Ensign Peak Advisors, Inc | 6.47K | n/a | $1.41M | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Cetera Investment Advisers | 5.86K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ |
| 94 | Bank Of Montreal /Can/ | 4.82K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 95 | Tudor Investment Corp Et Al | 4.71K | n/a | $1.02M | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Pictet Asset Management Holding SA | 3.88K | n/a | $843,380 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Victory Capital Management Inc | 3.54K | n/a | $768,843 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Daiwa Securities Group Inc. | 3.50K | n/a | $761,000 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | Marshall Wace ✦ | 3.45K | 신규 | $750,589 | 0.0% | New | 1 | SEC ↗ |
| 100 | Capstone Investment Advisors, Llc | 3.05K | n/a | $662,578 | 0.0% | n/c | 1 | SEC ↗ |
"비중"은 해당 운용사의 보고된 13F 주식 가치에서 해당 포지션이 차지하는 비율로, 확신도 지표입니다. ✦ = 선별된 운용사.
신규 매수자
| Norges Bank | $62.37M | 0.0% |
| Marshall Wace | $750,589 | 0.0% |
청산됨
| Citadel Advisors | $19.56M | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 439 보유 기관, 23.27M 주식, $3.85B 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 종목의 추적 보유자가 가장 많이 함께 보유하는 종목: 공동 보유 건수 기준이며, 펀더멘털 관계를 나타내지 않습니다.
공개시장 매수 (P)
당사 커버리지 기간 내 공개시장 내부자 매수가 없습니다.
공개시장 매도 (S)
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 978 주(sh) · $214,609
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 220 주(sh) · $47,522
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 1.31K 주(sh) · $289,635
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 226 주(sh) · $49,973
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 1.18K 주(sh) · $256,581
Aug 24
Mansueto Joseph D
Officer, Director, 10% owner · 1.74K 주(sh) · $380,074
Aug 21
Mansueto Joseph D
Officer, Director, 10% owner · 3.83K 주(sh) · $829,301
Aug 21
Mansueto Joseph D
Officer, Director, 10% owner · 268 주(sh) · $58,308
Aug 20
Mansueto Joseph D
Officer, Director, 10% owner · 501 주(sh) · $108,784
Aug 20
Mansueto Joseph D
Officer, Director, 10% owner · 1.94K 주(sh) · $417,009
부여, 행사 및 세금 원천징수는 매수 또는 매도로 집계하지 않습니다. 방법론
Aug 14
SC 13G: BAMCO INC /NY/
Aug 05
SC 13G/A: Mansueto Joseph D
Aug 03
SC 13G/A: Mansueto Daniel
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q4 2025 ·
방법론 ·
API를 통해 조회